Are you considering an early withdrawal from your annuity and worried about the penalties? The annuity early withdrawal penalty can take a hefty toll on your savings, with potential charges from your insurer and tax ramifications if you’re not yet 59½. This article offers key insights into the types of penalties you may face and […]
Annuity Early Withdrawal Penalty: Tips for Minimizing the Impact Read More »
On today’s show, John talks about SPIA and DIA annuities and how the cash refund and period certain options work.
SPIA and DIA Annuities – How do they work? Read More »
Should you take your annuity in a lump sum or opt for periodic payments? This is a question many face when planning for retirement. In this article, we will discuss how to choose the best annuity payout option that suits your financial goals and retirement needs. Summary Need help choosing the best annuity for your
Lump Sum or Periodic Payments: Choosing the Best Annuity Payout Option Read More »
John Stevenson, host of the Guaranteed Retirement Guy Show, educates about annuities and the importance of having guarantees in a portfolio.
